There’s a good chance most of your profits are generated by a fraction of your customers, making it more important than ever to easily and accurately identify and cultivate the most profitable relationships. The Premier Customer Profitability Package eliminates the guesswork by incorporating leading products from two industry leaders, ITI and IPS-Sendero, to help your staff look at account information in new ways, and turn this insight into effective action.

Providing customers with the highest levels of service is vitally important, and the Premier Customer Profitability Package makes it easier by delivering profitability analysis straight to the desktop. It starts with the valuable information found in your Premier Core system. ITI’s Premier Focus account aggregation software then merges this account information with profit metrics from IPS-Sendero’s Relationship Profitability Manager (RPM).

Customer Inquiries

The Premier Customer Profitability Package provides your front-line employees with instant access to individual customer profitability information through portfolio and account inquiries. Aggregating amount, percentage and ranking information, your staff is able to see exactly where customers rank on an institutional and branch level. With access to this information from the desktop, your CSRs are able to instantly recognize when they are assisting your most profitable customers and make informed decisions in regards to adjusting service fees, such as waiving NSF charges, that help shift your organization’s service strategies from reactive to proactive.

Defining Relationships

By gaining new insight into customer profitability, you get a better understanding of the products and services that contribute to your most important relationships. The Premier Customer Profitability Package provides your organization with the capability to define these relationships according to your own preferences. Display information on a customer-by-customer level, or use simple point-and-click access to tie all related accounts together in a single, comprehensive view. Unique ownership definitions can also be established for assets, liabilities and fee-based products and then accessed by selected staff members or shared across multiple departments.

Pricing Simulations

Offer competitive and profitable rates using the robust pricing simulation features included in the Premier Customer Profitability Package. Accurate “what if” modeling for multiple scenarios gives you an instant look at the effects of changing product components (various rates, fees, terms, etc.), helping achieve
the right balance between profit and preferred service.

Account Inquiries

Account level profitability information magnifies a specific area of a customer’s financial portfolio, highlighting key profit and expense figures over a 12-month span. With these statistics at their fingertips, your front-line staff can help customers coordinate the products and services that will do the most for them, and for your financial institution.